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North American Income Trust (NAIT) Competitors

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GBX 433 -6.00 (-1.37%)
As of 09/1/2026 11:56 AM Eastern

NAIT vs. CLDN, JAM, HGT, BRWM, and MRC

Should you buy North American Income Trust stock or one of its competitors? North American Income Trust's main competitors and comparable companies include Caledonia Investments (CLDN), JPMorgan American (JAM), HgCapital Trust (HGT), BlackRock World Mining Trust (BRWM), and The Mercantile Investment Trust (MRC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does North American Income Trust compare to Caledonia Investments?

Caledonia Investments (LON:CLDN) and North American Income Trust (LON:NAIT) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, profitability, valuation, dividends, earnings, risk and media sentiment.

Caledonia Investments has a beta of 1.29, indicating that its stock price is 29% more volatile than the broader market. Comparatively, North American Income Trust has a beta of 0.872, indicating that its stock price is 13% less volatile than the broader market.

North American Income Trust has a net margin of 90.75% compared to Caledonia Investments' net margin of 81.74%. North American Income Trust's return on equity of 7.76% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Caledonia Investments81.74% 4.51% 4.23%
North American Income Trust 90.75%7.76%-0.86%

7.3% of Caledonia Investments shares are held by institutional investors. Comparatively, 3.9% of North American Income Trust shares are held by institutional investors. 3.4% of Caledonia Investments shares are held by company insiders. Comparatively, 1.0% of North American Income Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.3%. North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. Caledonia Investments pays out 35.6% of its earnings in the form of a dividend. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Caledonia Investments has higher revenue and earnings than North American Income Trust. North American Income Trust is trading at a lower price-to-earnings ratio than Caledonia Investments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Caledonia Investments£160.50M12.52£199.92M£25.5015.45
North American Income Trust£37.87M13.11£49.67M£29.3414.76

In the previous week, Caledonia Investments had 5 more articles in the media than North American Income Trust. MarketBeat recorded 5 mentions for Caledonia Investments and 0 mentions for North American Income Trust. Caledonia Investments' average media sentiment score of 0.98 beat North American Income Trust's score of 0.00 indicating that Caledonia Investments is being referred to more favorably in the media.

Company Overall Sentiment
Caledonia Investments Positive
North American Income Trust Neutral

Summary

Caledonia Investments beats North American Income Trust on 10 of the 15 factors compared between the two stocks.

How does North American Income Trust compare to JPMorgan American?

JPMorgan American (LON:JAM) and North American Income Trust (LON:NAIT) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, media sentiment, valuation, analyst recommendations, risk, institutional ownership, profitability and earnings.

JPMorgan American pays an annual dividend of GBX 11 per share and has a dividend yield of 0.9%. North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. JPMorgan American pays out 23.8% of its earnings in the form of a dividend. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

JPMorgan American has a net margin of 95.43% compared to North American Income Trust's net margin of 90.75%. JPMorgan American's return on equity of 18.71% beat North American Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan American95.43% 18.71% 15.33%
North American Income Trust 90.75%7.76%-0.86%

13.6% of JPMorgan American shares are owned by institutional investors. Comparatively, 3.9% of North American Income Trust shares are owned by institutional investors. 0.1% of JPMorgan American shares are owned by company insiders. Comparatively, 1.0% of North American Income Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

JPMorgan American has a beta of 0.72, indicating that its stock price is 28% less volatile than the broader market. Comparatively, North American Income Trust has a beta of 0.872, indicating that its stock price is 13% less volatile than the broader market.

JPMorgan American has higher revenue and earnings than North American Income Trust. North American Income Trust is trading at a lower price-to-earnings ratio than JPMorgan American, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan American£86.07M23.11£420.73M£46.2126.05
North American Income Trust£37.87M13.11£49.67M£29.3414.76

In the previous week, JPMorgan American had 1 more articles in the media than North American Income Trust. MarketBeat recorded 1 mentions for JPMorgan American and 0 mentions for North American Income Trust. JPMorgan American's average media sentiment score of 0.00 equaled North American Income Trust'saverage media sentiment score.

Company Overall Sentiment
JPMorgan American Neutral
North American Income Trust Neutral

Summary

JPMorgan American beats North American Income Trust on 11 of the 14 factors compared between the two stocks.

How does North American Income Trust compare to HgCapital Trust?

North American Income Trust (LON:NAIT) and HgCapital Trust (LON:HGT) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, dividends, institutional ownership, risk, valuation, media sentiment, earnings and analyst recommendations.

North American Income Trust has a net margin of 90.75% compared to HgCapital Trust's net margin of 88.67%. North American Income Trust's return on equity of 7.76% beat HgCapital Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
North American Income Trust90.75% 7.76% -0.86%
HgCapital Trust 88.67%3.90%6.88%

North American Income Trust has a beta of 0.872, meaning that its share price is 13% less volatile than the broader market. Comparatively, HgCapital Trust has a beta of 0.426, meaning that its share price is 57% less volatile than the broader market.

North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. HgCapital Trust pays an annual dividend of GBX 5.50 per share and has a dividend yield of 1.3%. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. HgCapital Trust pays out 25.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

3.9% of North American Income Trust shares are held by institutional investors. Comparatively, 18.1% of HgCapital Trust shares are held by institutional investors. 1.0% of North American Income Trust shares are held by insiders. Comparatively, 0.2% of HgCapital Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

HgCapital Trust has higher revenue and earnings than North American Income Trust. North American Income Trust is trading at a lower price-to-earnings ratio than HgCapital Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
North American Income Trust£37.87M13.11£49.67M£29.3414.76
HgCapital Trust£109.29M17.53£284.58M£21.4919.68

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
North American Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
HgCapital Trust
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, HgCapital Trust had 1 more articles in the media than North American Income Trust. MarketBeat recorded 1 mentions for HgCapital Trust and 0 mentions for North American Income Trust. HgCapital Trust's average media sentiment score of 1.38 beat North American Income Trust's score of 0.00 indicating that HgCapital Trust is being referred to more favorably in the news media.

Company Overall Sentiment
North American Income Trust Neutral
HgCapital Trust Positive

Summary

HgCapital Trust beats North American Income Trust on 10 of the 16 factors compared between the two stocks.

How does North American Income Trust compare to BlackRock World Mining Trust?

North American Income Trust (LON:NAIT) and BlackRock World Mining Trust (LON:BRWM) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their valuation, institutional ownership, profitability, earnings, media sentiment, dividends, risk and analyst recommendations.

3.9% of North American Income Trust shares are held by institutional investors. Comparatively, 8.1% of BlackRock World Mining Trust shares are held by institutional investors. 1.0% of North American Income Trust shares are held by company insiders. Comparatively, 0.2% of BlackRock World Mining Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

BlackRock World Mining Trust has a net margin of 98.77% compared to North American Income Trust's net margin of 90.75%. BlackRock World Mining Trust's return on equity of 52.74% beat North American Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
North American Income Trust90.75% 7.76% -0.86%
BlackRock World Mining Trust 98.77%52.74%-0.10%

North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. BlackRock World Mining Trust pays an annual dividend of GBX 23 per share and has a dividend yield of 2.3%. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. BlackRock World Mining Trust pays out 6.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

North American Income Trust has higher earnings, but lower revenue than BlackRock World Mining Trust. BlackRock World Mining Trust is trading at a lower price-to-earnings ratio than North American Income Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
North American Income Trust£37.87M13.11£49.67M£29.3414.76
BlackRock World Mining Trust£693.80M2.73-£13.42M£365.862.77

In the previous week, BlackRock World Mining Trust's average media sentiment score of 1.22 beat North American Income Trust's score of 0.00 indicating that BlackRock World Mining Trust is being referred to more favorably in the news media.

Company Overall Sentiment
North American Income Trust Neutral
BlackRock World Mining Trust Positive

North American Income Trust has a beta of 0.872, meaning that its stock price is 13% less volatile than the broader market. Comparatively, BlackRock World Mining Trust has a beta of 1.684, meaning that its stock price is 68% more volatile than the broader market.

Summary

BlackRock World Mining Trust beats North American Income Trust on 9 of the 14 factors compared between the two stocks.

How does North American Income Trust compare to The Mercantile Investment Trust?

North American Income Trust (LON:NAIT) and The Mercantile Investment Trust (LON:MRC) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, media sentiment, profitability, analyst recommendations, institutional ownership, dividends, valuation and risk.

3.9% of North American Income Trust shares are held by institutional investors. Comparatively, 13.0% of The Mercantile Investment Trust shares are held by institutional investors. 1.0% of North American Income Trust shares are held by insiders. Comparatively, 0.1% of The Mercantile Investment Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

In the previous week, The Mercantile Investment Trust had 1 more articles in the media than North American Income Trust. MarketBeat recorded 1 mentions for The Mercantile Investment Trust and 0 mentions for North American Income Trust. The Mercantile Investment Trust's average media sentiment score of 1.02 beat North American Income Trust's score of 0.00 indicating that The Mercantile Investment Trust is being referred to more favorably in the news media.

Company Overall Sentiment
North American Income Trust Neutral
The Mercantile Investment Trust Positive

North American Income Trust pays an annual dividend of GBX 12.50 per share and has a dividend yield of 2.9%. The Mercantile Investment Trust pays an annual dividend of GBX 8.05 per share and has a dividend yield of 2.8%. North American Income Trust pays out 42.6% of its earnings in the form of a dividend. The Mercantile Investment Trust pays out 27.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

North American Income Trust has a beta of 0.872, indicating that its share price is 13% less volatile than the broader market. Comparatively, The Mercantile Investment Trust has a beta of 1.528, indicating that its share price is 53% more volatile than the broader market.

The Mercantile Investment Trust has higher revenue and earnings than North American Income Trust. The Mercantile Investment Trust is trading at a lower price-to-earnings ratio than North American Income Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
North American Income Trust£37.87M13.11£49.67M£29.3414.76
The Mercantile Investment Trust£209.68M8.53£393.55M£29.039.74

North American Income Trust has a net margin of 90.75% compared to The Mercantile Investment Trust's net margin of 89.90%. The Mercantile Investment Trust's return on equity of 10.56% beat North American Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
North American Income Trust90.75% 7.76% -0.86%
The Mercantile Investment Trust 89.90%10.56%2.53%

Summary

The Mercantile Investment Trust beats North American Income Trust on 9 of the 15 factors compared between the two stocks.

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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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NAIT vs. The Competition

MetricNorth American Income TrustCapital Markets IndustryFinance SectorLON Exchange
Market Cap£496.58M£5.67B£14.01B£2.90B
Dividend Yield2.96%7.36%5.88%6.17%
P/E Ratio14.7631.6226.07367.25
Price / Sales13.111,205.99512.5383,668.65
Price / Cash27.8148.1638.4627.89
Price / Book1.281.962.096.92
Net Income£49.67M£418.14M£1.32B£5.89B
7 Day Performance-1.81%-0.73%-0.86%-0.35%
1 Month Performance-1.14%1.75%1.84%2.81%
1 Year Performance24.96%7.09%11.29%23.12%

North American Income Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NAIT
North American Income Trust
N/AGBX 433
-1.4%
N/A+25.5%£496.58M£37.87M14.76N/A
CLDN
Caledonia Investments
N/AGBX 397
flat
N/A+8.2%£2.03B£160.50M15.5774
JAM
JPMorgan American
N/AGBX 1,218
+0.2%
N/A+13.2%£2.01B£86.07M26.36N/A
HGT
HgCapital Trust
1.6789 of 5 stars
GBX 440.50
+2.2%
N/A-15.9%£2.00B£109.29M20.50N/A
BRWM
BlackRock World Mining Trust
N/AGBX 1,060
+1.1%
N/A+77.6%£1.98B£693.80M2.90147,000

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This page (LON:NAIT) was last updated on 9/2/2026 by MarketBeat.com Staff.
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